Other · DOL Form 5500 · 2024

Southern Vermont Area Health Education Center Retirement Plan

Data updated 2026-08-25

$543K
Total assets Small plan by assets
15
Participants Small participant base
18th
Percentile by assets National rank
$36,189
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southern Vermont Area Health Education Center 403b Employer Retirement Plan · Sponsored by Southern Vermont Area Health Education Center · Vermont · Healthcare & Social Assistance

$543K in assets, 15 participants

Southern Vermont Area Health Education Center's Southern Vermont Area Health Education Center 403b Employer Retirement Plan reported $543K in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 18th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,307 in Healthcare & Social Assistance (16,916 peers)

Southern Vermont Area Health Education Center multi-year trail

Southern Vermont Area Health Education Center's plans moved +45.3% in assets from 2022 to 2024; this filing shows Southern Vermont Area Health Education Center 403b Employer Retirement Plan at $543K / 15 participants.

#2,307
in Healthcare & Social Assistance (16,916 peers)
+14.5%
assets growth YoY

Southern Vermont Area Health Education Center 403b Employer Retirement Plan among the smaller filed plans by assets

Southern Vermont Area Health Education Center 403b Employer Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$542,834 18th percentile higher than 18% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Southern Vermont Area Health Education Center 403b Employer Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Vermont Area Health Education Center 403b Employer Retirement Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Southern Vermont Area Health Education Center 403b Employer Retirement Plan end-of-year assets rose from $374K in the plan year 2022 filing to $543K in the plan year 2024 filing.
  • Southern Vermont Area Health Education Center 403b Employer Retirement Plan reported participants rose from 14 in the plan year 2022 filing to 15 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Published 5500 schedule card

Filing strip 030360193 · Southern Vermont Area Health Education Center PY 2024 · Other

Southern Vermont Area Health Education Center 403b Employer Retirement Plan · $543K · 15 · 18th

  • NET $543K
  • NET 15
  • NET 18th
  • NET Other
  • NET near Dayspring Homes, Inc. 403(b) Plan
  • NET ind #2307

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Vermont →

Southern Vermont Area Health Education Center 403b Employer Retirement Plan in the asset neighbourhood

Sacramento Valley Conservancy 403(b) PlanSacramento Valley Conservanc…$548KSouthern Vermont Area Health Education Center 403b Employer Retirement PlanSouthern Vermont Area Health…$543KDayspring Homes, Inc. 403(b) PlanDayspring Homes, Inc. 403(b)…$544KMountrail Bethel Home 403(b) Retirement PlanMountrail Bethel Home 403(b)…$542KNational Association of Scholars, Inc Tax-Deferred Annuity PlanNational Association of Scho…$541K
End-of-year total assets ($M) among Southern Vermont Area Health Education Center 403b Employer Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Southern Vermont Area Health Education Center multi-year asset trail

Sponsor-wide plan assets over time

All Southern Vermont Area Health Education Center plans reported in each filing year

Latest sponsor-wide plan assets
$543K 45.33046688638001% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 20222024 $0.37M $0.54M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 14 $374K
2024 1 15 $543K

Southern Vermont Area Health Education Center filing trail (2024)

Total Assets (Beginning of Year)$474K
Net Assets (End of Year)$543K
Net Income$69K
Employer EIN030360193
Plan Effective Date2008-08-31
Filing StatusFILING RECEIVED

Nearby Other Plans in Vermont

Peer Other plans, same state, same plan type, ranked by total assets.

Southern Vermont Area Health Education Center 403b Employer Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Southern Vermont Area Health Education Center 403b Employer Retirement Plan, Total assets ($M): 0.542834 · Participants: 15Southern Vermont Area Health Education Center 403b Employer Retirement PlanMiddlebury College Voluntary Retirement Plan, Total assets ($M): 311.834512 · Participants: 1028Middlebury College Voluntary Retirement PlanRutland Regional Health Services Retirement Savings Plan, Total assets ($M): 288.999458 · Participants: 1695Rutland Regional Health Services Retirement Savings PlanNorwich University Defined Contribution Retirement Plan, Total assets ($M): 175.751512 · Participants: 1061Norwich University Defined Contribution Retirement PlanChamplain College Defined Contribution Retirement Plan, Total assets ($M): 116.482678 · Participants: 463Champlain College Defined Contribution Retirement PlanWorld Learning, Inc. Retirement Plan, Total assets ($M): 96.30114 · Participants: 446World Learning, Inc. Retirement Plan
Southern Vermont Area Health Education Center 403b Employer Retirement Plan vs. nearby Other plans in Vermont, assets vs. participants
Compare Southern Vermont Area Health Education Center 403b Employer Retirement Plan side-by-side with 3 peers →

Southern Vermont Area Health Education Center 403b Employer Retirement Plan's out-of-state Other peers by assets and headcount

Outside Vermont, the nearest Other by assets is Dayspring Homes, Inc. 403(b) Plan in PA ($544K); by covered participants it is Levan Internists, PC Profit Sharing Plan & Trust in MI (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Southern Vermont Area Health Education Center 403b Employer Retirement Plan assets move in 2024? ▼
Southern Vermont Area Health Education Center 403b Employer Retirement Plan grew at a solid clip - up 14.5% during 2024, from $474K to $543K. Reported net income was $69K.
How have Southern Vermont Area Health Education Center plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Southern Vermont Area Health Education Center's sponsor-wide assets grew 45.3%, from $374K to $543K.
Where does Southern Vermont Area Health Education Center 403b Employer Retirement Plan rank by assets among Form 5500 filers? ▼
Southern Vermont Area Health Education Center 403b Employer Retirement Plan ranks in the 18th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Southern Vermont Area Health Education Center 403b Employer Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Dayspring Homes, Inc. 403(b) Plan in PA ($544K, 65 participants).
Which Other plans cover a similar participant headcount to Southern Vermont Area Health Education Center 403b Employer Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Levan Internists, PC Profit Sharing Plan & Trust in MI (15 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030360193.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.